Daniel Charlton
Client Relationship Associate
- Role
- Registered Client Associate at Wells Fargo Advisors
- Location
- Concord, NC, US
- LinkedIn followers
- 500 followers
Customer/Client ServiceView LinkedIn profile
About Daniel Charlton
Easy going, laid back guy who has great attention to details and builds relationships…
Experience
Registered Client Associate
Apr 2025 — Present
Education
Kentucky Christian University
Bachelors in Science
2004 — 2006
Kaskaskia College
Associate of Science (A.S.)
2000 — 2004
Skills
- Microsoft Excel
- Mortgage Lending
- Real Estate
- Credit
- First Time Home Buyers
- Management
- Customer Service
- Microsoft Word
- Customer Satisfaction
- Training
- Mortgage Banking
- Troubleshooting
- Refinance
- Time Management
- Investment Properties
- Microsoft Office
- Fha
- Call Centers
- Loans
- Finance
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